Newsletter – January 2022

Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.

This month we unpack diversification. Diversification is a strategy to lower investment risk by spreading money across and within different asset classes, such as shares, bonds and cash. It’s one of the best ways to weather market ups and downs and maintain the potential for growth.

Our theme this month is Californian based Fisher Investments. As one of our specialist international investment managers, Fisher Investments play an important role in many of our funds, complementing our broader global equity exposures.

This month our theme is ‘a change in direction for interest rates’. We take a quick look at what the RBNZ and OCR do, why the OCR has increased, and what this change could mean for households and businesses.

This month we explore how US businesses have coped following President Trump’s ‘Liberation Day’ tariffs in April, and outline the state of the general US economy.

This month we explain the two forces behind the rise in interest rates and how we can cushion the impact, and take advantage of opportunities as they arise.